Member Invitations
What it does: Admins and owners can invite new team members by email. Invitees receive a branded email with a link to join your organization — they sign up (or log in) and are added automatically.
How to invite a member
Open the Members page
Go to Settings → Members and click the Invite Member button in the top-right corner.
Enter their email and role
Type the invitee’s email address and choose a role:
| Role | Permissions |
|---|---|
| Member | Can chat with AI, view shared content |
| Admin | Full access including member management and integrations |
Send the invitation
Click Send Invitation. The invitee appears in the members list with a Pending badge.
What the invitee experiences
New users (no existing account)
- They receive an email from Cumulus by Suprvisr AI with a Get Started button
- Clicking the link opens an invitation page showing your organization name and who invited them
- They click Sign up or Log in to Accept
- After creating their account, they’re dropped directly into the 3-step onboarding flow (name, role, features tour) as a member of your organization
Existing users
- They receive the same invitation email
- Clicking the link opens the invitation page
- They click Sign up or Log in to Accept and log in with their existing credentials
- They’re added to your organization immediately and redirected to the app
If an invitee is already logged in when they click the invitation link, acceptance happens automatically — they’re redirected straight to the app without an extra step.
Managing invitations
Pending invitations appear in the members list alongside active members. Admins can:
- Resend an invitation if the link has expired or the invitee didn’t receive it
- Revoke an invitation to cancel it and free up the seat immediately
Use the … menu on any pending invitation row to access these actions.
Invitation links expire after 24 hours. If an invitee clicks an expired link, they’ll see a message asking their admin to resend. Use the Resend action to generate a fresh link.
Pending invitations count toward your seat limit. Each invitation uses one seat from the moment it’s sent. Revoking an invitation frees the seat immediately.
Billing and seats
- Pending invitations are billed from the moment they are sent
- Invitations do not expire automatically — they remain pending (and billable) until the admin revokes them
- The seat counter on the members page shows both active members and pending invitations
- You cannot reduce your seat count below the total of active members plus pending invitations